Virtual CFO Services
With Strategic Insight Comes The Power to Dream Big
Every business journey reaches a critical point. You know this moment – it feels like your business is running you – and it’s clear that what got you here won’t get you where you want to be.
As trusted fractional advisors guiding hundreds of growing businesses, we’ve learned that the most successful companies are constantly maturing – building their financial capabilities from basic to real-time strategic empowerment.
Start Your Journey Now
Take the Profit-Focused Maturity Assessment
To draw your roadmap to business success, you need to know where you’re hoping to go. But equally important – and often overlooked – is where you are now. In less than ten minutes, you’ll learn how your financial practices stack up against the very best – with practical advice you can begin applying right away.
Virtual CFO Services for Small to Mid-Sized Businesses
Stop letting your business run your life. Turn it around with flexible, subscription-based, fractional financial services tailored to meet your business needs through our proven Profit-Focused Accounting Process.
How Do Virtual CFO Services Help Your Business Mature?
Led by a dedicated CFO, our Virtual CFO service provides comprehensive, proactive financial guidance through our team of virtual accountants, CPAs and tax professionals who will move your business through the stages of Profit-Focused Maturity.
Anticipate financial challenges or seize opportunities to grow or exit with dynamic financial forecasting, based on industry-specific key performance indicators. Avoid year-end surprises with year-round tax planning.
Our collaborative partnership is customizable and scalable: As you grow, our capabilities keep pace.
Choose the Right Service Level
Tailor your service to the right configuration, depending on your company’s revenue, headcount or financial complexity.
Virtual CFO
Strategic Financial Leadership
Tailored for clients aiming to achieve specific business goals—whether it’s scaling for growth, improving cash flow, or preparing for an exit. The Virtual CFO provides strategic insights and guidance to align sales, operations, and finance, ensuring every aspect of the business works together with the purpose of achieving long-term success.
Average Price: $1650/week.
Virtual Controller
Robust Financial Oversight & Actionable Reporting
Perfect for clients seeking robust financial oversight and reliable financial reporting without the need for ongoing strategic planning or detailed financial forecasting. This service ensures strong financial management and accurate records to support informed decision-making.
Average Price: $1250/week.
Virtual Accountant
Day-to-Day Execution of Routine Financial Tasks
Designed for clients who already have the expertise and strategic financial oversight in-house but need additional support to handle day-to-day financial tasks. This service provides the "people power" necessary to execute transactional accounting functions efficiently and accurately.
Average Price: $950/week.
Flexible and Transparent Pricing
| Virtual CFOAverage $1650/wk | Virtual ControllerAverage $1250/wk | Virtual AccountantAverage $950/wk | |
| Service Description | VCFO Strategic Insights | Controller Oversight | Accounting Tasks |
| Onboarding Duration | 8 Weeks | 8 Weeks | 8 Weeks |
| Advisory | |||
| Online Financial Reporting | Yes | Yes | No |
| Month-End Close | Yes | Yes | No |
| Monthly Performance Meeting | Yes | Yes | No |
| 36-Month Forecasting | Yes | No | No |
| Incentive Plans | Yes | No | No |
| Bank Relationships | Yes | No | No |
| Exit Planning | Yes | No | No |
| Unlimited Advisory Support | Yes | No | No |
| KPI Tracking | Yes | No | No |
| Sales Outlook Analysis | Optional | No | No |
| Leadership/Board Meetings | Optional | No | No |
| Cash Flow Management | Optional | Optional | No |
| Revenue Recognition | Optional | Optional | No |
| Accounting | |||
| Payroll Administration | Optional | Optional | Optional |
| Spend Management Tracking | Optional | Optional | Optional |
| Bank Coding & Reconciliation | Optional | Optional | Optional |
| Credit Card Coding & Reconciliation | Optional | Optional | Optional |
| Bill Coding & Bill Payment | Optional | Optional | Optional |
| Customer Invoicing | Optional | Optional | Optional |
| Tax Preparation & Planning | |||
| Business Tax Preparation | Optional | Optional | Optional |
| Individual Tax Preparation | Optional | Optional | Optional |
| Tax Planning | Optional | Optional | Optional |
*The average price scales based on revenue and the optional services selected. Pricing is updated annually on 3/1
**Onboarding Fee: Not included in weekly fee; applies for first 6-8 weeks
Our Simple 3-Step Process
You’re just steps away from a firm quote, based on your service level, any desired à la carte options, and revenue-based adjustments.
1. Identify your service level
Start with your results from our proprietary financial management maturity model or choose your preferred level.
2. Select à la carte options
- Sales pipeline analysis
- Leadership meetings
- Payroll administration
- Tax preparation
3. Revenue-based adjustments
- Pricing scales based on net revenue and employee count. All examples are based on a service-based company with $5M in revenue and approximately 25 employees.
- We work with clients from $1M in revenue to those in excess of $75M. A typical client falls between $5M to $15M.
Flexible Subscription Billing
No surprises and no long-term contracts — just a set weekly fee that can be adjusted as needed.
- Agreements are perpetual and can be canceled with 30-day notice
- Weekly subscription-based billing adjusts as needed
- Clients can change the scope of services anytime during engagement
- Onboarding fee: Covers additional resources during the first 6-8 weeks to ensure a smooth start
Start off on The Right Foot. We’re on This Journey Together.
Our process starts with onboarding. This is when we pull back the curtains, open the cabinets, and learn everything there is to know about what makes your business tick. We look at your past books, build a forecasting model and set of KPIs, and perform a detailed review of your financial statements/chart of accounts to make sure we’re all on the same page.
- Timeline: 8 weeks based on the service level
- Dedicated resources for seamless integration
- Initial setup includes:
- Financial reporting systems
- KPI tracking setup
- Onboarding strategic insights.
I am Anders
Natalie Schuette, CPAVirtual CFO ControllerInsights
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